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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,444 | $88,672+65.2% | $105,223+39.2% | $82,448+77.6% |
| Participation rate | 35.9% | 67.9%-32.0pp | 75.0%-39.1pp | 68.1%-32.2pp |
| Annual return | 14.45% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $847 | $3,048-72.2% | $3,689-77.0% | $2,551-66.8% |
| Participant deferral / active EE | $2,398 | $4,036-40.6% | $5,072-52.7% | $4,139-42.1% |
| Admin fee / account holder | $14,836 | $7,146+107.6% | $8,859+67.5% | $7,234+105.1% |